CoreWeave 作为 AI 基础设施的关键标的应会继续表现良好：算力容量有限，意味着需求远超供给，且 Nvidia 通过股权、资金支持或 GPU 供应协议为其背书。不过，为新项目融资是一大挑战；市场对其扩张融资与需求仍存疑虑。
逐段跳播
这也是我们过去几天看到的情况，比如在“Corvev”这家公司身上。人们怀疑这种扩张能否继续获得融资，以及最终需求能否达到市场目前的高预期。
This is something we have also seen over the past few days with regard to the company "Corvev" for example. There are doubts about whether this expansion can be continued to be financed, and whether the ultimate demand will meet the high expectations that the market currently has.
我们来谈谈“Korfeef”，因为它的走势确实很有意思。昨天跌了15%。今天我们又看到它下跌超过5%，这也带动了许多其他新兴云计算公司随之下跌。
Let's talk about "Korfeef" because its movement is certainly interesting. I mean, a 15% drop yesterday. Today we are seeing another drop of more than 5%, which has led to many other emerging cloud names declining along with it as well.
在你关注这些的同时，Korfeef 拥有大量积压订单的过往记录。CoreWeave 如何在其积压订单与融资及实际建设所需基础设施之间取得平衡，以资助并执行这些合同？
While you look at that, I mean, Korfeef has a large track record of backlogged work. How does CoreWeave balance its backlog of orders with the financing and actual construction of the infrastructure needed to fund and execute those contracts ?
是的，最终我认为，对于像 CoreWave 这样的大型新兴云计算公司，考虑到我们持续看到的算力限制，需求远远超过供给。因此，我预计 AI 基础设施产业链中的关键一环，比如 CoreWave，将继续表现良好。
Yes, ultimately, I think that for large new cloud companies like CoreWave, and given the limitations we continue to see in computing capabilities, demand far outweighs supply .
Therefore, I expect a key component of the AI infrastructure chain, such as CoreWave, to continue performing well.
然而，这并不意味着为新项目融资对他们来说不会是一个挑战。目前，CoreWave 有 Nvidia 的支持，无论是通过股权投资、资金支持，还是图形处理器供应协议。
However, this does not mean that financing new projects will not be a challenge for them. Currently, CoreWave is backed by Nvidia, whether through equity investment, financial support, or graphics processing unit supply agreements.
所以我预计它们会继续表现良好，但一些规模较小、较新的云计算公司可能会在未来几年发现自己的业务面临风险。
So I expect them to continue performing well, but some of the smaller, newer cloud companies may find their businesses at risk in the coming years.
这个频道对 $CRWV 的历次判断
Schwab Network 在这只股票上共 2 条判断，这里只列相邻的几条。